Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FISV (Fiserv Inc.) | NA | 39.65% | 9.48% | 10.74% | 36.49% | 28.68% | 22.16% | 20.49% |
Data as of 07/14/2023, AR inception is 09/25/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISV (Fiserv Inc.) | 09/25/1986 | 07/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.24 | 39.65 | 9.48 | 10.74 | 36.49 | 28.68 | 22.16 | 20.49 | 26.64 | -2.62 | -8.84 | -1.53 | 57.34 | 12.09 | 23.38 | 16.20 | 28.87 | 20.19 | 49.44 | 34.54 | 0.31 | 20.79 | 33.30 | -34.46 | 5.86 | 21.15 | 7.66 | 1.64 | 16.47 | -19.78 | 33.82 | 23.82 | 11.73 | 57.06 | 33.67 | 22.50 | 39.53 | 11.69 | 14.36 | 0.33 | 81.93 | 43.10 | 15.23 | 14.39 | 18.92 | 9.90 |
| Sharpe Ratio | NA | 1.37 | 0.30 | 0.30 | 0.90 | NA | NA | 0.46 | 2.14 | -0.13 | -0.35 | -0.04 | 1.48 | -0.46 | 0.34 | -1.01 | 0.54 | 0.10 | 1.92 | 1.02 | -0.71 | 0.10 | 0.48 | -1.15 | -0.72 | -0.06 | -0.72 | -0.66 | -0.09 | -0.81 | 0.30 | -0.67 | 0.68 | 2.16 | -0.37 | 0.62 | -0.65 | 0.43 | 0.45 | 0.01 | 2.86 | 1.17 | 0.59 | 0.48 | 0.36 | 1.46 |
| Standard Deviation(%) | NA | 26.47 | 27.83 | 31.34 | 39.75 | NA | NA | 39.01 | 24.28 | 30.69 | 25.59 | 47.07 | 23.03 | 20.69 | 12.20 | 17.63 | 19.10 | 15.98 | 16.07 | 15.81 | 25.54 | 21.13 | 30.58 | 46.83 | 22.52 | 20.53 | 18.66 | 27.06 | 32.62 | 48.73 | 43.05 | 67.04 | 54.33 | 41.86 | 35.02 | 39.61 | 34.52 | 30.79 | 31.81 | 30.48 | 28.52 | 36.74 | 25.64 | 29.62 | 52.27 | 29.15 |
| Draw Down(%) | NA | 15.49 | 30.16 | 37.85 | 37.85 | NA | NA | 58.49 | 11.85 | 19.27 | 24.50 | 37.85 | 8.78 | 16.24 | 6.89 | 12.77 | 11.31 | 7.87 | 6.48 | 8.68 | 24.10 | 17.22 | 23.33 | 47.83 | 21.65 | 9.94 | 9.34 | 20.59 | 23.10 | 51.50 | 25.14 | 30.67 | 38.13 | 21.94 | 19.70 | 20.70 | 17.74 | 20.21 | 18.95 | 19.87 | 10.84 | 33.05 | 14.29 | 21.11 | 45.98 | 10.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2023, AR inception is 09/25/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISV (Fiserv Inc.) |
-10.29%
Jan 2006 - Jan 2009 |
-3.29%
Feb 2004 - Feb 2009 |
3.33%
Dec 2001 - Dec 2011 |
10.51%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISV (Fiserv Inc.) |
72.77%
Oct 2012 - Oct 2015 |
68.45%
Jun 2013 - Jun 2018 |
45.37%
Jan 2010 - Jan 2020 |
29.73%
Jan 2005 - Jan 2020 |
Annualized Rolling Returns Comparison Chart